Security National Trust’s American Electric Power AEP Stock Holding History

Security National Trust’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$435K	Hold	5,140	–	–	0.1%	114
2021 Q2	$435K	Sell	5,140 -885	-15%	-$74.9K	0.1%	118
2021 Q1	$511K	Sell	6,025 -50	-0.8%	-$4.24K	0.12%	109
2020 Q4	$506K	Sell	6,075 -210	-3%	-$17.5K	0.13%	109
2020 Q3	$514K	Sell	6,285 -792	-11%	-$64.8K	0.14%	104
2020 Q2	$564K	Buy	7,077 +880	+14%	+$70.1K	0.17%	101
2020 Q1	$496K	Buy	6,197 +1,087	+21%	+$87K	0.18%	95
2019 Q4	$483K	Buy	5,110 +72	+1%	+$6.81K	0.14%	107
2019 Q3	$472K	Sell	5,038 -480	-9%	-$45K	0.15%	108
2019 Q2	$486K	Hold	5,518	–	–	0.15%	105
2019 Q1	$463K	Sell	5,518 -60	-1%	-$5.03K	0.15%	103
2018 Q4	$417K	Buy	5,578 +370	+7%	+$27.7K	0.15%	102
2018 Q3	$370K	Sell	5,208 -25	-0.5%	-$1.78K	0.12%	124
2018 Q2	$362K	Buy	5,233 +210	+4%	+$14.5K	0.12%	125
2018 Q1	$344K	Sell	5,023 -1,750	-26%	-$120K	0.11%	127
2017 Q4	$498K	Sell	6,773 -3,400	-33%	-$250K	0.16%	106
2017 Q3	$715K	Buy	10,173 +243	+2%	+$17.1K	0.24%	92
2017 Q2	$690K	Sell	9,930 -220	-2%	-$15.3K	0.23%	96
2017 Q1	$681K	Sell	10,150 -441	-4%	-$29.6K	0.23%	95
2016 Q4	$667K	Hold	10,591	–	–	0.24%	92
2016 Q3	$680K	Sell	10,591 -1,352	-11%	-$86.8K	0.25%	86
2016 Q2	$837K	Sell	11,943 -100	-0.8%	-$7.01K	0.31%	83
2016 Q1	$799K	Hold	12,043	–	–	0.3%	84
2015 Q4	$702K	Sell	12,043 -385	-3%	-$22.4K	0.28%	87
2015 Q3	$707K	Hold	12,428	–	–	0.28%	86
2015 Q2	$658K	Sell	12,428 -700	-5%	-$37.1K	0.24%	93
2015 Q1	$738K	Hold	13,128	–	–	0.26%	87
2014 Q4	$797K	Hold	13,128	–	–	0.29%	80
2014 Q3	$686K	Sell	13,128 -65	-0.5%	-$3.4K	0.28%	83
2014 Q2	$735K	Buy	13,193 +875	+7%	+$48.7K	0.29%	82
2014 Q1	$624K	Sell	12,318 -100	-0.8%	-$5.07K	0.25%	91
2013 Q4	$581K	Sell	12,418 -400	-3%	-$18.7K	0.24%	94
2013 Q3	$556K	Sell	12,818 -100	-0.8%	-$4.34K	0.25%	93
2013 Q2	$578K	Buy	+12,918	New	+$578K	0.28%	83